We are live on ! Find out more
CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
-1.08%
1 Year Est. Return
+20.62%
3 Year Est. Return
+88.19%
5 Year Est. Return
+111.32%
10 Year Est. Return
+389.71%
AUM
$47.4B
AUM Growth
-$7.8B
Cap. Flow
+$97.3M
Cap. Flow %
0.21%
Top 10 Hldgs %
27.26%
Holding
3,317
New
346
Increased
978
Reduced
1,036
Closed
238

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$324M
2
BLK icon
Blackrock
BLK
+$260M
3
AVGO icon
Broadcom
AVGO
+$189M
4
ETN icon
Eaton
ETN
+$186M
5
ELV icon
Elevance Health
ELV
+$167M

Top Sells

Rank Stock Value
1
FTAI icon
FTAI Aviation
FTAI
+$431M
2
HON icon
Honeywell
HON
+$225M
3
USB icon
US Bancorp
USB
+$224M
4
ARES icon
Ares Management
ARES
+$145M
5
BX icon
Blackstone
BX
+$129M

Sector Composition

Rank Sector Weight
1 Technology 24.92%
2 Financials 12.67%
3 Healthcare 12%
4 Industrials 9.27%
5 Consumer Discretionary 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIEN icon
1776
Ciena
CIEN
$53.8B
$34.2K ﹤0.01%
633
+79
+14% +$6.25K
CRS icon
1777
Carpenter Technology
CRS
$25.8B
$34.2K ﹤0.01%
226
-17
-7% -$3.28K
NXST icon
1778
Nexstar Media Group
NXST
$5.83B
$34.2K ﹤0.01%
231
+75
+48% +$12.1K
DCOM icon
1779
Dime Commercial Bancshares
DCOM
$1.79B
$34.2K ﹤0.01%
1,387
+71
+5% +$2.15K
PAG icon
1780
Penske Automotive Group
PAG
$14.3B
$34.1K ﹤0.01%
243
+104
+75% +$16.7K
WSC icon
1781
WillScot Mobile Mini Holdings
WSC
$4.38B
$34K ﹤0.01%
1,479
+141
+11% +$4.79K
VLT icon
1782
Invesco High Income Trust II
VLT
$65.1M
$33.8K ﹤0.01%
3,505
– –
CMA
1783
DELISTED
Comerica
CMA
$33.6K ﹤0.01%
667
-1,646
-71% -$103K
HYT icon
1784
BlackRock Corporate High Yield Fund
HYT
$1.36B
$33.6K ﹤0.01%
3,962
-1,200
-23% -$11.7K
ENOV icon
1785
Enovis
ENOV
$1.66B
$33.5K ﹤0.01%
+1,093
New +$46.4K
BETR icon
1786
Better Home & Finance Holding
BETR
$429M
$33.5K ﹤0.01%
+3,318
New +$35.9K
LFUS icon
1787
Littelfuse
LFUS
$11.3B
$33.2K ﹤0.01%
222
-58
-21% -$13.3K
PDEX icon
1788
Pro-Dex
PDEX
$184M
$33K ﹤0.01%
+600
New +$25.1K
NLR icon
1789
VanEck Uranium + Nuclear Energy ETF
NLR
$3.82B
$33K ﹤0.01%
493
+88
+22% +$7.39K
SW
1790
Smurfit Westrock
SW
$23.9B
$32.8K ﹤0.01%
859
+486
+130% +$24.6K
BUD icon
1791
AB InBev
BUD
$167B
$32.7K ﹤0.01%
559
-591
-51% -$32.3K
S icon
1792
SentinelOne
S
$6.38B
$32.6K ﹤0.01%
2,000
-59
-3% -$1.28K
LRN icon
1793
Stride
LRN
$3.44B
$32.4K ﹤0.01%
260
-126
-33% -$15.9K
QBTS icon
1794
D-Wave Quantum Inc. Common Stock
QBTS
$6.68B
$32.4K ﹤0.01%
5,201
-294,899
-98% -$1.98M
SUSA icon
1795
iShares ESG Optimized MSCI USA ETF
SUSA
$4B
$32.3K ﹤0.01%
317
– –
SPBO icon
1796
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$2.09B
$32.1K ﹤0.01%
+1,136
New +$32.8K
CSW
1797
CSW Industrials
CSW
$5.27B
$32K ﹤0.01%
126
-105
-45% -$34.1K
MSA icon
1798
Mine Safety
MSA
$7.51B
$32K ﹤0.01%
241
+201
+503% +$32K
HUT
1799
Hut 8
HUT
$11.9B
$32K ﹤0.01%
2,884
+96
+3% +$1.77K
TEM
1800
Tempus AI
TEM
$7.81B
$31.9K ﹤0.01%
856
+701
+452% +$37.8K
70 71
72
73 74

Similar funds

Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
VRS
Virginia Retirement Systems Richmond, Virginia $16.8B AUM 25.91% 1-Year Est. Return
FAF
Första AP-fonden Stockholm, Sweden $16.8B AUM 29.64% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
CIM
CCLA Investment Management London, United Kingdom $6.23B AUM 5.02% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

CIBC Private Wealth Group's Q1 2025 Portfolio in Review

As of Q1 2025, CIBC Private Wealth Group held 3,317 positions worth $47.4B, down 14% from $55.2B the previous quarter. Its ten largest holdings account for 27% of the portfolio.

CIBC Private Wealth Group's Q1 2025 filing shows 346 new, 978 increased, 1,036 reduced and 238 closed positions. Its largest new stake was Blackrock: 265,301 shares worth $216M. The largest sale was FTAI Aviation, an estimated $431M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

  • CIBC Private Wealth Group's largest Q1 2025 buy was Blackrock: 265,301 shares worth $216M.
  • CIBC Private Wealth Group added most to iShares 0-3 Month Treasury Bond ETF in Q1 2025, an estimated $324M increase.
  • CIBC Private Wealth Group's biggest Q1 2025 reduction was FTAI Aviation, cutting an estimated $431M.
  • CIBC Private Wealth Group fully exited ENLINK MIDSTREAM, LLC in Q1 2025, selling an estimated $45.1M.
  • CIBC Private Wealth Group's ten largest holdings make up 27% of its $47.4B portfolio in Q1 2025.
  • CIBC Private Wealth Group opened 346 new positions and closed 238 in Q1 2025.
  • CIBC Private Wealth Group's portfolio value fell 14% quarter-over-quarter to $47.4B.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.